Simplicity Solutions’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.06M | Sell |
3,887
-148
| -4% | -$40.5K | 0.03% | 426 |
|
|
2023
Q3 | $989K | Sell |
4,035
-199
| -5% | -$48.8K | 0.03% | 415 |
|
|
2023
Q2 | $1.08M | Sell |
4,234
-516
| -11% | -$131K | 0.03% | 446 |
|
|
2023
Q1 | $1.12M | Buy |
+4,750
| New | +$1.12M | 0.03% | 451 |
|
|
2021
Q1 | – | Sell |
-13,111
| Closed | -$2.93M | – | 747 |
|
|
2020
Q4 | $2.93M | Buy |
13,111
+1,314
| +11% | +$294K | 0.04% | 308 |
|
|
2020
Q3 | $2.31M | Buy |
+11,797
| New | +$2.31M | 0.04% | 304 |
|
|
2016
Q1 | – | Sell |
-14,141
| Closed | -$1.7M | – | 351 |
|
|
2015
Q4 | $1.7M | Buy |
+14,141
| New | +$1.7M | 0.2% | 141 |
|